-96.3%
TOPP vs VT
+36.7%
-133.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -25.0% | +0.4% | -25.4% | -25.1% |
| 30D | -70.3% | +1.0% | -71.2% | -70.3% |
| 3M | -92.9% | +2.4% | -95.3% | -92.9% |
| 6M | -83.4% | +12.0% | -95.4% | -83.4% |
| YTD | -82.9% | +15.3% | -98.3% | -83.0% |
| 1Y | -93.1% | +22.6% | -115.7% | -93.1% |
| All | -96.3% | +36.7% | -133.0% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling